FOLEY & LARDNER LLP
11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served30-4 YoYRank #536 of mapped providers
Assets under administration$64.2B0.1%Market share · rank #225
Fees received$931,460Median $16,855/planSum across Schedule C direct + indirect
Net wins YoY-48 won · 12 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical FOLEY & LARDNER LLP plan look like?
Service mix · median fees per plan
Count of plans where FOLEY & LARDNER LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the plan; Other feesCode 29 | 24 | $16,036 | |
Consulting (general)Code 16 | 3 | $17,435 | |
Investment advisory (plan); Direct payment from the planCode 27 | 2 | $25,085 | |
Named fiduciaryCode 31 | 1 | $8,200 |
Competitor overlap
Percent of FOLEY & LARDNER LLP's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under FOLEY & LARDNER LLP.
| Sponsor | From | Assets |
|---|---|---|
PENTAIR INCMN · 410907434-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $910M |
CORNERSTONE BUILDING BRANDS, INC.TX · 760127701-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $845M |
ILLINOIS INSTITUTE OF TECHNOLOGYIL · 362170136-005 | TIAA | $598M |
OVERHEAD DOOR CORPORATIONTX · 350564120-022 | DIMEO SCHNEIDER & ASSOCIATES LLC | $293M |
LPC SERVICES, INC.TX · 752356213-001 | PRINCIPAL LIFE INSURANCE COMPANY | $289M |
CLUB CAR, LLCGA · 133488925-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $172M |
ELECTRONIC THEATRE CONTROLS, INC.WI · 391294611-002 | ESOP PARTNERS LLC | $170M |
BEMIS MANUFACTURING COMPANYWI · 390159363-001 | PRINCIPAL LIFE INSURANCE COMPANY | $60M |
Plans lost in 2024
Appeared last year under FOLEY & LARDNER LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
MENASHA CORPORATIONWI · 391367484-024 | GREAT-WEST LIFE & ANNUITY INSURANCE | $639M |
THE MANITOWOC COMPANY, INC.WI · 390448110-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $296M |
CLARIOS, LLCWI · 391684871-016 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | $251M |
BLUE CROSS & BLUE SHIELD OF MINNESOTAMN · 410984460-001 | RSM US LLP | $221M |
ZURN LLCWI · 043722228-007 | PRINCIPAL LIFE INSURANCE COMPANY | $192M |
JOCKEY INTERNATIONAL, INC.WI · 390224670-003 | US BANK | $57M |
A. O. SMITH CORPORATIONWI · 390619790-001 | (new plan) | $23M |
A.O. SMITH CORPORATIONWI · 390619790-019 | NAVIANTGROUP, LLC | $20M |
MANITOU AMERICA HOLDING, INC.WI · 822195151-002 | (new plan) | $1M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIESWA · 910425694-100 | $23.3B | 115,617 | $78,032 | 9y | - |
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIESWA · 910425694-001 | $15.4B | 115,404 | $76,062 | 9y | - |
JOHNSON CONTROLS, INC.WI · 390380010-026 | $7.2B | 53,662 | $72,295 | 6y | - |
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIESWA · 910425694-048 | $2.3B | 26,727 | $19,309 | 8y | - |
QUAD/GRAPHICS, INC.WI · 391152983-003 | $2.1B | 13,883 | $21,539 | 4y | 2 |
ROCKWELL AUTOMATION, INC.WI · 251797617-002 | $1.8B | 14,801 | $30,863 | 5y | - |
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIESWA · 910425694-102 | $1.7B | 18,566 | $30,767 | 9y | - |
JOHNSON CONTROLS, INC.WI · 390380010-028 | $1.4B | 22,667 | $17,855 | 2y | - |
INDUSTRIAL TECHNOLOGIES AND SERVICES, LLCNC · 760419383-002 | $1.4B | 7,780 | $16,274 | 4y | - |
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIESWA · 910425694-103 | $1.4B | 12,326 | $15,797 | 8y | - |
Flag exposure
80.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (11)
Raw Schedule C names collapsed into FOLEY & LARDNER LLP.
- FOLEY & FIELDS WEALTH STRATEGIES
- FOLEY & LARDER
- FOLEY & LARDNER
- FOLEY & LARDNER LLP
- FOLEY & LARDNER LP
- FOLEY & LARDNER, LLC
- FOLEY & LARDNER, LLP
- FOLEY & LARNDER
- FOLEY AND LARDNER
- FOLEY AND LARDNER LLP
- FOLEY, MAUREEN E.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for FOLEY & LARDNER LLP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 3.33% | 7.76% | -4.43 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 10.00% | 1.71% | +8.29 pp |
| Failed to provide benefit | 1 | 3.33% | 0.14% | +3.19 pp |
| Corrective distributions | 6 | 20.00% | 1.76% | +18.24 pp |
| Loss discovered | 1 | 3.33% | 0.00% | +3.33 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with FOLEY & LARDNER LLP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).